Description: The Daily/Monthly Patient Payments/Adjustments Report displays a detailed list of all patient payments and adjustments entered into the system within a given time or received within a given time frame. The payment and adjustment amounts are shown as well as information surrounding the associated patient and the type of payment that was made. Totals of all payments and adjustments displayed can be found at the bottom of the report. Additionally, payment and adjustment totals are also broken up by practice, provider, facility, office, and user in the report's co-displays.
Limitations: Does not include deleted payments or deleted adjustments. By default, the report only includes payments and adjustments that came from patients.